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Permisos de usuario – Oportunidades

Introducción

Estos permisos determinan cómo un usuario puede interactuar con registros de oportunidad que se utilizan para rastrear y administrar un proceso de ventas directas. Estos permisos generalmente se aplican a los representantes de ventas, gerentes de ventas o usuarios de administración de ventas. Estos permisos se pueden utilizar junto con otros ajustes de "compartición" para definir el acceso para los usuarios individuales y sus miembros del equipo de ventas.Para acceder a estos permisos de usuario, vaya a Administrador> Usuarios y haga clic en Editar permisos junto al usuario que desea modificar.

Instrucciones paso a paso

 - Puede ver todos los registros: Este permiso controla la capacidad de ver los registros de oportunidad que se asignan a otros usuarios. Si este permiso se establece en No, el usuario puede ver los registros de oportunidad que poseen o los que se han compartido con ellos; No pueden ver ningún otro registro de oportunidad. Un contacto puede tener múltiples oportunidades. Cada oportunidad puede tener un dueño asignado diferente. Un representante de ventas puede poseer una o más oportunidades para un contacto, pero puede o no ser el propietario del registro de contacto con el que está asociada la oportunidad.

 - Puede editar todos los registros: Este permiso controla la capacidad de editar registros de oportunidad asignados a otros usuarios. Si este permiso está establecido en No, el usuario puede editar las oportunidades que poseen o las que se han compartido con ellos (con "acceso de escritura"). No podrán editar ningún otro registro de oportunidad, incluso si pueden Verlos

 - Puede agregar: Este permiso controla la capacidad de crear nuevas oportunidades. Si este permiso se establece en No, el usuario no verá la opción de Agregar una Oportunidad y no verá el botón Agregar Oportunidad al ver un registro de contacto.

 - Puede buscar: Este permiso controla la capacidad de buscar oportunidades a través de la búsqueda rápida o ver una lista de oportunidades.

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